Estimate Settings

Estimate Settings let you customize how your estimates appear to clients. Currently, you can set a custom footer message that prints at the bottom of every estimate PDF.

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Opening Estimate Settings

1. Open Estimates from the side menu.
2. Tap the Settings icon (gear icon) in the top-right corner of the estimates list.
3. The Estimate Settings screen will open.

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Estimate Footer

The estimate footer is a short message that appears at the bottom of every estimate PDF your clients receive.

Use the footer to:

• Add a thank-you or closing message
• Include contact information or next steps
• Add terms or acceptance instructions
• Share a website or referral note

Setting a Custom Footer

1. Open Estimate Settings.
2. Tap the Estimate Footer field.
3. Type your message. You can use multiple lines by pressing Enter.
4. Tap Save Settings.

Your footer will appear on all new estimate PDFs from that point forward.

Default Footer

If you leave the footer blank, estimates will use the default message:

Thank you for considering our services.

Tips for a Good Footer

• Keep it short — one to three lines works best.
• Use it for information that applies to every estimate, not just one-off notes. For client-specific notes, use the Notes field on the estimate itself.
• Line breaks are supported, so you can format multiple lines clearly.

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Need More Help?

Have questions about estimate settings? Contact support at support@korfieldpro.com or visit the help center.